WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 78 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,829,715 | +9757537.9% | 62,027 | +9283.8% | 0.01% | – |
Q4 2022 | $29 | -100.0% | 661 | -67.2% | 0.00% | – |
Q3 2022 | $75,000 | -10.7% | 2,017 | 0.0% | 0.00% | – |
Q2 2022 | $84,000 | -14.3% | 2,017 | -0.9% | 0.00% | – |
Q1 2022 | $98,000 | +25.6% | 2,035 | +27.9% | 0.00% | – |
Q4 2021 | $78,000 | +52.9% | 1,591 | +47.9% | 0.00% | – |
Q3 2021 | $51,000 | +27.5% | 1,076 | +31.9% | 0.00% | – |
Q2 2021 | $40,000 | – | 816 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Key FInancial Inc | 262,488 | $11,974,703 | 4.04% |
Powers Advisory Group, LLC | 80,471 | $3,671,066 | 2.49% |
BIP Wealth, LLC | 200,003 | $9,124,221 | 0.84% |
HUNTINGTON NATIONAL BANK | 1,630,873 | $74,400,452 | 0.75% |
Avidian Wealth Solutions, LLC | 145,188 | $6,623,455 | 0.47% |
Meridian Financial Partners LLC | 8,290 | $372 | 0.38% |
CX Institutional | 131,072 | $5,979,503 | 0.33% |
Baystate Wealth Management LLC | 64,262 | $2,931,644 | 0.24% |
StrategIQ Financial Group, LLC | 45,456 | $2,073,684 | 0.24% |
Altrius Capital Management Inc | 17,245 | $786,758 | 0.23% |